US-based independent advisory firm Indivisible Partners has announced its official launch and onboarded Woodring I LeRoy Capital Advisors, a New York-based team managing $640m in client assets.
Woodring, led by founder partners Lee Woodring and Robert LeRoy, is the first team to join Indivisible Partners.
Indivisible Partners offers advisors “autonomy, flexibility and support” to manage their clients’ evolving needs.
It aims to support its advisor teams through investments in people, processes, and technology, offering a model focused on improving the financial decisions clients make to achieve their goals.
Indivisible Partners founder and executive chairman John Thiel said: “Our firm was founded to give advisors the resources and independence they need to provide objective advice that is always in their client’s best interest.
“We believe clients deserve more. Clients are looking for more than just financial advice—they want a trusted partner who genuinely understands their lives and future goals and puts their interests first.
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By GlobalData“The Indivisible Partners leadership team believes that if we invest in the advisor and client relationship, we can create a new advice experience, one client at a time.”
Indivisible Partners offers comprehensive client solutions, family office services, and a technology platform.
The firm caters to financial advisors and independent registered investment advisors (RIAs), providing the resources of a large firm within an entrepreneurial setting.
It supports advisors throughout their career lifecycle, from onboarding to growth, scaling, and succession planning.